+9.0%
AMZN vs IBB
+45.6%
-36.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | 0.0% |
| 7D | +0.8% | -1.7% | +2.5% | +1.2% |
| 30D | -6.4% | +4.9% | -11.2% | -7.8% |
| 3M | +4.8% | +24.2% | -19.4% | -3.7% |
| 6M | +20.5% | +23.8% | -3.3% | +10.6% |
| YTD | +11.3% | +23.0% | -11.6% | +1.8% |
| 1Y | +9.0% | +46.2% | -37.2% | -9.8% |
| All | +9.0% | +45.6% | -36.7% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling